Data Sync/Schedule Sync

Data Sync/Schedule Sync

What is data sync ?

Data sync refers to sync of data in bulk to save time and bandwidth. This includes employee creation/schedule creation/escort/team etc.

Important: In order to sync data the first thing which you need to do is to enable Data sync Configuration/Dashboard

Question:

How to enable Data sync Configuration/Dashboard Step-by-Step Instructions

1.    Click on the Profile Icon

○    Location: Top right corner of the screen.

2.    Select "Site Administration"

○    Action: From the dropdown menu after clicking the profile icon.

3.    Open "Data Sync Configuration"

Path: From the Site Administration panel, locate and click the "Data Sync Configuration" option.

4.    Find "Data Sync Access Permissions"

○    Location: This section is visible on the Data Sync Configuration page.

5.    Click on "Add New"

○    Button: Located next to the "Data Sync Access Permissions" title.

6.    Wait for "Add New Permission" Dialog to Appear

○    A pop-up/modal window titled "Add New Permission" will open.

7.    Locate the "Search By" Dropdown

○    Action: Click on the downward arrow next to "Search By".

8.    Select the Appropriate Option

○    Choose one of the following based on the need:

■    "Employee" → Assign access to a specific person

■    "Role" → Assign access to a user group/role

9.    Configure Module Access

○    Field Name: Module Access

○    Action: Select which modules the user/role can access. Examples:

■    Employee Sync

■    Schedule Sync

■    Escort Sync

■    (Others as available)

10.    Configure Dashboard Visibility

●    Field Name: Activities User Can See on Dashboard

●    Options:

○    Self Only → Show sync status of files uploaded by this user only

○    All → Show sync status of all files uploaded by any user

●    Action: Click on "All - Shows sync status of files synced by everyone"

11.    Click on Submit

●    Finalize the permission setup by clicking the "Submit" button.

Goal:

To upload multiple employee schedules (in bulk) using the Data Sync interface.

Step-by-Step Instructions

1.    Click on "Dashboard"

○    Navigate to the main dashboard of the platform.

2.    Go to "Data Upload and Upload Status" Then you see few options Employee,Schedule,Escort and Team.

3.    In order to Schedule sync choose “Schedule”

○    Click on the "Choose File" button.

○    Important: Only upload files with a maximum of 1000 schedules per file.

4.    Choose the Correct File from Your System

○    File should be in the required format (CSV, etc.)

○    After selecting the file, click on "Begin Upload".

5.    After Upload, Two Options Will Be Shown

○    Manual Sync

○    Sync Staus

6.    Click on "Sync Status"

○    Check the sync files which of past 30 days

7.    Schedule a Sync by Date (Optional)

○    Click on the calendar icon to select a specific date for when the data sync should occur.

Schedule Data

This data set contains the travel schedules of employees. This file captures new schedules and

any changes as a result of cancellation, adhoc request, leave, etc. This file is maintained at an

office level, i.e. one file per office location.

Schedule File has the following fields [field headers must be maintained as below]:

EmployeeId,LogIn,LogOut,LogInVenue,LogOutVenue,ShiftDate,EditType

Field    Description    Type (Length)    Require d for

Employee Id    Unique ID of the employee. Used to identify the individual in the system.    Numeric (1–20)    Mandato ry

Login    Login time for the employee's shift (e.g., 08:00, 17:30). At least one of Login or Logout must be provided. The shift must exist in MoveInSync or an error will be thrown.    String (time format)    Mandato ry

Logout    Logout time for the employee's shift (e.g., 08:00, 17:30). At least one of Login or Logout must be provided. The shift must exist in MoveInSync or an error will be thrown.    String (time format)    Mandato ry

LogInVenu e    Office location for login if different from the default office. Must exist in the MoveInSync system or an error will occur.    String (2–20)    Optional

LogoutVen ue    Office location for logout if different from the default office. Must exist in the MoveInSync system or an error will occur.    String (2–20)    Optional

ShiftDate    Date of the employee's shift. Accepted formats: dd/mm/yyyy or dd-mm-yyyy.    Date    Mandato ry

EditType    Indicates the action:

–    ADD for new schedule

–    DELETE for cancellation    Constant: ADD / DELETE    Mandato ry

– For updates, send one DELETE

followed by one ADD.